How to Reduce the Size of Roaming Profiles

This article is part of Helge’s Profile Toolkit, a set of posts explaining the knowledge and tools required to tame Windows user profiles.

Roaming user profiles tend to grow over time, which is sometimes referred to as profile bloat. In and by itself, profile growth is not a problem. Users of desktop PCs who log on the the same machine every day will not even notice that they have huge profiles ready to follow them around the network. Their locally cached copy of the roaming profile is always current. No need to fetch anything from a file server during logon.

Terminal servers, on the other hand, are usually configured to delete cached copies of roaming profiles after logoff. That makes perfectly sense, since the chances that a user is going to end up on the same server the next time he logs on are the smaller the larger the farm is. Although practically a necessity, the deletion of cached profiles poses entirely new problems: profile sizes have to be restricted somehow or logon times will shoot through the roof.

How not to do it

It may seem tempting to simply put file system quotas on the profile directories on the file servers. But that would lead not to smaller but to incomplete profiles. Once the quota on the file server is reached, the terminal server logging off the user will simply stop copying files over. Files that did not make it to the sanctuary of the roaming profile will mercilessly be deleted by the terminal server. The result is data loss.

Reducing the size #1: Profile Quotas

The correct way to enforce a maximum profile size is via group policy. The relevant setting is located here:

If you enable it an additional process will be created per session: Proquota.exe watches over a user’s profile size. In case it grows larger than the configured maximum profile size a warning message is displayed which reappears after a configurable interval. But the most important thing is that users cannot log off until they have reduced the size of their profile somehow.

This approach has one major disadvantage: The task of managing the profile is burdened on the end user who does not have the skill to perform it. Instead, users will become frustrated and simply disconnect the session instead of logging off properly.

Probably for that reason profile quota behavior was changed in Vista and Server 2008: Instead of blocking logoff, Windows will not synchronize large profiles to the network upon logoff. With that, however, we are back at square one, file system quotas on the file servers (see above).

Reducing the size #2: Exclude Folders from Roaming

Specific folders in a user profile can be marked as non-roaming. These folders will be skipped when the profile is copied back to the file server during logoff. Again, this is configured via group policy:

The following folders are exluded by default on Windows XP and Server 2003:

History

Local Settings

Temp

Temporary Internet Files

The following folders are excluded by default on Windows Vista, Windows 7, Server 2008 and 2008 R2:

$Recycle.Bin

AppData\Local

AppData\LocalLow

Although excluding folders is a first step towards true profile management, it has severe limitations: Only folders along with all their subfolders can be excluded. If only a single file within a folder needs to roam with your users, that folder cannot be excluded. If you consider that for a moment you may find that even the default selection of excluded folders is problematic. If you have only one misbehaving application that stores its settings in “Local Settings” or “AppData\Local”, respectively, you have a problem.

Reducing the size #3: Redirect Folders from the Profile to the Home Directory

Folder redirection, also configured via group policies, is certainly one of the better methods for keeping profiles small. Put simply, it changes the contents of the “User Shell Folders” registry key which are used by the system to determine the location of various user-specific folders:

Again, this comes at a price. Every read and write to a redirected folder must go over the network to a file server. Depending on how your applications access files, folder redirection may cause significant delays and put heavy load on the file servers. Additionally, only a select number of folders can be redirected. Though the list has been extended in Vista / Server 2008 with regards to their predecessors, folder redirection suffers from the same basic problem as folder exclusion (see above): There is no way to have a subfolder of a redirected folder remain on the local disk.

2 Responses to How to Reduce the Size of Roaming Profiles

Well, that\’s pretty bleak. Your article ends sounding like there\’s no alternative for a terminal server than grin and bear slower and slower logons?
How about producing a follow-up article with some recommendations based on realistic scenarios? e.g. How would you set up profiles for a 2008 Terminal Server silo for \’just\’ Office 2007? How does one deal with Outlook archiving multiple big PST files etc (Office 2007 group policies may be another help here?). What about TS used as a full remote desktop (100+ apps) ?

By the tone of the article, it sounds like you\’re against #1 in most cases, so hopefully #2 and #3 can be used in combination?

Robert,
redirection from the profile to the home directory is a good solution in most terminal server environments. As always, you need to thoroughly test the impact it has on application and file server performance.
Excluding folders from roaming _would_ be a good way to keep unwanted stuff from the file servers if it were more flexible.

For anything more advanced, you need a profile management solution. Sepago jointly develops User Profile Manager (UPM) in conjunction with Citrix, but there are other products, too. In order not to sound biased, I deliberately mentioned only those options that Windows provides out of the box.

Another interesting topic is how to manage profiles once they are stored on the file servers. There is no built-in functionality for adding, changing or removing data from all profiles at once. For that, you might want to take a look at our free tool Profile Nurse at http://blogs.sepago.de/tools/category/profilenurse/.